INITIAL MARKET REACTION TO TRUMP VICTORY:
- U.S. Stocks: Broadly higher across sectors
- $XLF: Big banks higher on expectations of regulatory relief, M&A growth
- Cannabis Stocks: $WEED (+3,36%), $MSOS, $TLRY (+2,04%) down as Florida votes against legalization
- $CVS (-0,19%), $UNH (+1,39%) : Health insurers rally on potential easing of Medicare Advantage pressures
- $XLE (-2,55%) , $XOM (-3,47%): Energy stocks higher, anticipating fossil fuel support and less regulation
- Solar/Renewables: Pressure on $FSLR (+1,03%), $SEDG (+1,04%), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
- Crypto: Higher as Trump holds a favorable stance, $BTC (+0,41%) strong
- $TSLA (+2,79%): Higher after Trump Win as Musk was all-in on support
- Bonds: Weaker, with yields rising on fiscal concerns
- China Stocks: Weak as tariff pressures and anti-China policy concerns grow
- Peso/Mexican Equities: Weaker on aggressive trade policies and tariffs fear
- FinTech: Higher with $HOOD (-2,19%), $AFRM (-3,33%) , $SQ (-1,55%), $SOFI (+0,46%) responding positively
- Dollar: Stronger due to pro-business policies
- $META (-0,3%), $SNAP (+2,13%): Mixed as TikTok ban concerns ease
- Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.